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Cloud Computing

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

The financing highlights the cash required to build Vera Rubin–based clusters Nebius pledged to deliver to Meta beginning in 2027.

Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

IREN, CleanSpark Drop on Earnings Misses as Bitcoin Selloff Roils Miner Stocks

Nvidia Invests $2 Billion in CoreWeave, Expanding Plan for 5 GW of AI Data Centers by 2030

Oracle Sued by Bondholders Over Alleged AI Debt Disclosure Lapses

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

Markets Reward AI Monetization as Big Tech Lifts Capex and Meta Stumbles

CoreWeave Secures Up to $14.2 Billion Meta AI Cloud Deal Through 2031

OpenAI Launches ChatGPT Agent for Pro, Plus and Team Subscribers